Financial Consultant (Personal Investors)

Role Summary

As a Financial Consultant in Personal Investors, you consult with individual investors to develop a plan of action for their financial needs. You will utilize your licenses, designations, and our tools to ensure our investors are successful in their short- and long-term financial needs. Success in this role means you can quickly understand a client’s immediate need(s) and broaden the conversation to determine if you can assist with other financial needs, including education, advice, and consolidation of assets. Your success is measured by the quality of your conversations and your overall sales results.

Join our team and you will receive dedicated paid time and resources to support you through a successful licensing process. T. Rowe Price offers unparalleled active management products and services. Come join our team and help our clients be successful in their investment and retirement planning!

Responsibilities

• Serve as initial point of contact for prospects and existing clients who are looking for education and / or advice relative to their financial needs (investment, retirement, and education planning)
• Assist with consolidation of assets via rollover, transfers, or direct from bank
• Demonstrate a consultative sales approach utilizing our proprietary interaction model
• Deliver on defined sales targets, quality of conversations, and other role-based responsibilities
• Manage your time, CRM (Salesforce), and sales pipeline to prioritize your day
• Utilize T. Rowe Price products and services to position needs-based solutions
• Understand the overall Financial Services industry and related legal, tax, and regulatory issues to guide clients
• Partner with our Advice and High Net Worth teams to ensure clients receive appropriate products and services, if necessary

Qualifications

Required :

Preferred :

FINRA Requirements

This role requires the individual already possess FINRA Series 7 and 66 licenses.

Work Flexibility

This role is eligible for hybrid work up to two days a week from home, after the successful completion of a training program.

Base Salary Ranges

Please review the job posting for the location of this specific opportunity.

80,000 - $114,000 for the location of : Maryland, Colorado, Washington and remote workers

80,000 - $114,000 for the location of : Washington, D.C.

80,000 - $114,000 for the location of : New York, CaliforniaThis job is eligible for overtime pay.

Placement within the range provided above is based on the individual’s relevant experience and skills for the role. Base salary is only one component of our total compensation package. Employees may be eligible for a discretionary bonus, which is determined upon company and individual performance.

This job posting is expected to be available until :

04 / 2 / 2025

Commitment to Diversity, Equity, and Inclusion

We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day.

Benefits

We value your goals and needs, at work and in life. As an associate, you’ll be supported with resources, benefits, and work-life balance so you can thrive in ways that matter to you.

Featured employee benefits to enrich your life :

Competitive compensation

Annual bonus eligibility

A generous retirement plan

Hybrid work schedule

Health and wellness benefits, including online therapy

Paid time off for vacation, illness, medical appointments, and volunteering days

Family care resources, including fertility and adoption benefits

Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates’ well-being and addressing the needs of our clients, business, and communities is unwavering.

T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.

Salary : $80,000 - $114,000